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Disclosery

BLW BLACKROCK LTD DURATION INCOM

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COM SHS (fund), issuer CIK 1233681

81 managers (81 13F filers) reported a position in BLW shares at 2025-12-31, 11,642,966 shares in all. 9 filers opened a position and 14 filers sold out during the quarter.

Managers
81
13F filers
81
New
9
Added
28
Reduced
25
Sold out
14
Shares held by filers
11,642,966

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,593,229$63.1M<0.01%+55,85613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN981,696$13.5M<0.01%-22,55513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC715,193$9.83M0.07%-81,95113F-HRTimelineGroup
UBS Group AGin group UBS Group AG697,442$9.58M<0.01%+48,27613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.371,801$5.11M0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.318,678$4.38M<0.01%-18,76313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/308,204$4.23M<0.01%+7,11413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC283,719$3.9M<0.01%+33,87613F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC272,696$3.75M0.72%-60,49213F-HRTimeline
Venture Visionary Partners LLC267,792$3.68M0.12%+25,53013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA175,971$2.42M<0.01%+16,52313F-HRTimelineGroup
LPL Financial LLC161,738$2.22M<0.01%-3,64013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC158,067$2.17M0.03%-4,65413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC157,180$2.16M<0.01%+4,21013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp153,453$2.11M0.01%+34,48013F-HRTimelineGroup
Capital Investment Advisors, LLC141,599$1.95M0.03%-6,41113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.138,730$1.91M<0.01%+34213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.134,425$1.85M<0.01%+7,53713F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.129,524$1.78M0.01%-4,66213F-HRTimelineGroup
NewEdge Wealth, LLC124,574$1.71M0.02%-17,02413F-HRTimeline
Ethos Financial Group, LLC120,088$1.65M0.12%-12,56213F-HRTimeline
LANARK FINANCIAL, INC.78,990$1.09M0.08%+4,09913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC69,578$956K<0.01%new13F-HRTimelineGroup
Verity Asset Management, Inc.58,846$809K0.35%+3,16513F-HRTimeline
Peregrine Asset Advisers, Inc.58,520$804K0.23%-41313F-HRTimeline
Smith Asset Management Co., LLC54,494$749K0.62%+1,00313F-HRTimeline
WEALTH ALLIANCE, LLC51,858$713K0.07%-3,62413F-HRTimeline
Cetera Investment Advisers51,693$710K<0.01%-16,37313F-HRTimeline
NewEdge Advisors, LLC46,755$642K<0.01%-15013F-HRTimeline
COMERICA BANK42,679$586K<0.01%-3,52713F-HRTimeline
Janney Montgomery Scott LLC40,845$561K<0.01%+2,16913F-HRTimeline
Integrated Wealth Concepts LLC40,451$556K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC37,915$521K<0.01%+15,12513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,255$498K<0.01%new13F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…35,876$493K0.13%-15,03013F-HRTimelineGroup
SHUFRO ROSE & CO LLC34,150$469K0.03%+8,25013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,704$449K<0.01%+24,33813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…30,145$414K<0.01%-7,35813F-HRTimeline
Jackson Hole Capital Partners, LLC27,688$380K0.07%+2,42113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA27,300$375K0.23%-20013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,102$372K<0.01%-1,00613F-HRTimelineGroup
Pointe Capital Management LLC25,765$354K0.18%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC24,634$338K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,350$335K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC21,437$295K<0.01%-4,03513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …20,578$292K0.03%013F-HRTimelineGroup
Waterfront Wealth Inc.20,295$280K0.05%-1,22713F-HRTimeline
IHT Wealth Management, LLC16,366$225K0.01%+2,54213F-HRTimeline
MML INVESTORS SERVICES, LLC16,269$224K<0.01%+30713F-HRTimeline
MAI Capital Management15,693$216K<0.01%+11113F-HRTimeline
Annex Advisory Services, LLC15,407$212K<0.01%013F-HRTimeline
Prospera Financial Services Inc15,281$210K<0.01%+11013F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,891$205K0.01%+50513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC14,875$204K<0.01%+35513F-HRTimelineGroup
Fortitude Advisory Group L.L.C.14,853$204K0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,039$179K<0.01%+17713F-HRTimelineGroup
DELTA FINANCIAL ADVISORS LLC12,700$174K0.05%new13F-HRTimeline
ProVise Management Group, LLC12,668$174K0.01%-1,15013F-HRTimeline
Samalin Investment Counsel, LLC12,170$167K0.06%+713F-HRTimeline
Walsh & Associates, LLC11,000$151K0.15%13F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.10,000$137K0.13%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,500$48.1K<0.01%013F-HRTimeline
IFP Advisors, Inc2,544$35K<0.01%+5413F-HRTimeline
Allworth Financial LP2,146$29.5K<0.01%+82613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,900$26.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,618$22.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,526$21K<0.01%-10013F-HRTimeline
Crews Bank & Trust1,350$18.5K<0.01%013F-HRTimeline
Blue Trust, Inc.1,309$18K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,300$17.9K<0.01%-1,07613F-HRTimeline
Farther Finance Advisors, LLC848$11.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP714$9.81K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS553$7.6K<0.01%-34213F-HRTimelineGroup
North Star Investment Management Corp.500$6.87K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC500$6.87K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC300$4.12K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.190$2.61K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC171$2.35K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.55$756<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.1$8<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC27$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.